
EP8: Gideon Smith: Fundamentals and the golden age for quants
The Curious Quant
00:00
How to Build a Quantitative Hedge Fund
I like the analogy, this idea that sort of models and quant signals are sort of a universe of investment opportunities. A share in one company represents the same thing as a share in another's mistake in a stream of future earnings. That doesn't change. When you start trying to build this from a pool of investment signals, to what extent are they really ever comparable in any meaningful sense?
Transcript
Play full episode